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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
1901
Family Capital Trust
Massachusetts
$61K -$112K -3,082 -65%
AIM
1902
Acrospire Investment Management
Illinois
$61K +$39.8K +1,100 +183%
MWM
1903
MinichMacGregor Wealth Management
New York
$60K -$832 -23 -1%
TFO
1904
Tarbox Family Office
California
$59K +$688 +19 +1%
CPA
1905
Cowen Prime Advisors
New York
$58K – – –
LYV
1906
Live Your Vision
Pennsylvania
$55K +$326 +9 +0.6%
SMFG
1907
Sumitomo Mitsui Financial Group
Japan
$55K +$56.1K +1,550 New
CCMW
1908
Cypress Capital Management (Wyoming)
Wyoming
$54.1K – – –
RAM
1909
Riggs Asset Management
Pennsylvania
$54K +$18.1K +500 +50%
BWA
1910
Burt Wealth Advisors
Maryland
$53K -$18.3K -507 -26%
NCM
1911
New Capital Management
Texas
$51K +$109 +3 +0.2%
FPS
1912
Fieldpoint Private Securities
Connecticut
$49K +$49.5K +1,368 New
WP
1913
WealthPLAN Partners
Nebraska
$48.4K +$48.3K +1,336 New
SA
1914
SRH Advisors
Kansas
$47K – – –
APSP
1915
Asset Planning Services (Pennsylvania)
Pennsylvania
$47K +$32.7K +904 +226%
FPTW
1916
Franklin, Parlapiano, Turner & Welch
Texas
$39K – – –
SHJ
1917
Sharkey, Howes & Javer
Colorado
$38K – – –
HMS
1918
Hanseatic Management Services
New Mexico
$36K – – –
HT
1919
Heritage Trust
Oklahoma
$36K +$36.2K +1,000 New
PCC
1920
Park Circle Company
Maryland
$32K – – –
DPA
1921
Delphi Private Advisors
California
$27K -$16K -442 -37%
CAL
1922
Capital Advisors Ltd
Ohio
$25K -$15.5K -427 -38%
TIM
1923
Tortoise Investment Management
New York
$25K -$1.27K -35 -5%
RWM
1924
Raffa Wealth Management
District of Columbia
$24.1K -$3.47K -96 -13%
TWMP
1925
Taylor Wealth Management Partners
Massachusetts
$24K -$3.62K -100 -13%
75 76
77
78 79